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Our Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future using a team approach. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Jay Anderson

Jay Anderson

Education & Enrollment Specialist

319.352.2880

Stacie Brass

Stacie Brass, AIF®, CPC

Vice President, Retirement Consultant

319.352.2880

Josh Budke

Josh Budke

SVP, Employee Health & Benefits, Retirement & Wealth

319.365.8611

Scott Durscher

Scott Durscher, RICP®

Vice President, Wealth Advisor

319.352.2880

Fernando Garcia

Fernando Garcia

Education & Enrollment Specialist

319.365.8611

Hanna Lenius

Hanna Lenius

Operations Specialist

319.352.2880

Todd Manternach

Todd Manternach, ChFC®, CLU®

Vice President, Wealth Advisor

319.365.8611

Emily Misener

Emily J. Misener

Client Service Manager

319.365.8611

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.